Description
We are seeking an Investment Consultant to join our Private Bank team at the Saronno branch. The successful candidate will be responsible for managing and developing a portfolio of clients, providing personalized investment advice, protection, and banking solutions tailored to their profile and needs.
Responsibilities
- Manage and develop assigned portfolios, implementing defined commercial initiatives and ensuring continuity in client relationships.
- Analyze client needs and provide personalized advice on bank products and services.
- Expand the portfolio by acquiring new clients and identifying commercial opportunities in line with market potential and reference territory.
- Contribute to achieving assigned revenue, economic, and capital targets for the managed portfolio.
- Ensure high-quality service, adhering to regulations and operational and administrative requirements.
Requirements
- Experience in financial consulting and client portfolio management.
- Knowledge of financial markets and investment, financing, and protection products.
- Familiarity with the reference territory, local economy, and dynamics to identify commercial opportunities and build lasting client relationships.
- Ability to understand client needs and provide personalized advice on relevant products.
- Commercial development, result-oriented, and client-focused mindset.
- Proven experience with Artificial Intelligence tools to improve operational efficiency, optimize workflows, and address business challenges responsibly and ethically.
Well-being & Benefits We prioritize employee well-being, offering a supportive work environment that balances work and private life. Our benefits include:
- Emotionally and mentally balanced: Personal Support Line and a focus on individual development.
- Physically thriving: Smart and innovative workspace, healthcare program, insurance coverage, and wellness initiatives.
- Socially connected: Networking opportunities, diversity, equity, and inclusion events.
- Financially secure: Pension fund, Long Term Care policy, meal vouchers, and favorable terms for our financial products.